Financial Planning: Financially worry-free life

In today's extremely dynamic world uncertainty and volatile economic conditions have made it more important than ever to have a strong financial foundation that'll keep your family protected and get positive financial outcomes. Our team of expert and qualified financial planners help you to develop a sound strategy to ensure you meet all your financial goals while safeguarding your wealth. After clearly understanding your needs they put together a detailed, personalized plan in place so you never have to worry about money.

We will help you:

Identify and prioritise your financial goals

Prepare for your children's education or marriage plans

Fulfill and manage your retirement ambitions

Grow your wealth

Protect your family's future against life's uncertainties.

Pass on your assets to your future generation

Save taxes

Request a call back

SIGN UP FOR INVESTMENT NEWSLETTER!

Here's how it works

step

01

MEET

Meet with our advisor so we get to know you, your goals, and your unique financial situation.

step

02

PLAN

We create a custom-tailored financial plan based on your goals, current position and risk assessment.

step

03

TAKE ACTION

Put your plan into action and ensure everything is efficiently and cost-effectively done.

step

04

EMPOWER

Our advisors continuously work with you to keep track of your plan's progress and recommend changes, if any.

Comprehensive Financial Planning

Ongoing review of your financial position to ensure that you are on track to meet your goals

Child Future Planning

Give your child a bright future by planning your finances better.

From preparing for your newborn's arrival to planning for their future including your child's education and marriage, our financial planner will help you set up a plan to ensure you don't have to compromise on your child's needs.

Tax Planning

Minimize tax, maximize returns with our tax planning service. We take care of

income tax

capital gains tax

inheritance tax and

wealth tax

We not only focus on tax laws but we do tax planning in conjunction with your overall financial planning keeping in mind your needs, life goals and risk appetite.

Estate Planning & Wealth Transfer

A proper succession planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations.

Our expert team helps you develop estate and wealth transfer plans customized to your needs. We will work with you to protect your hard-earned assets and ensure they're passed on in accordance with your wishes.

Investment Planning

We develop an investment plan to ensure you are lead a financially worry-free life all life.

We provide you with recommended investment strategies looking at the big picture, which are consistent with your overall financial goals and risk tolerance. We create a customized well-diversified portfolio for you that helps you:

reduce investment volatility

decrease expenses

increasing tax efficiency

Retirement Planning

Be financially independent and maintain the lifestyle you worked hard for with our retirement planning services.

Actively planning for your retirement can be one of the most important decisions you'll ever make. We take time to gain a deep understanding of your needs and current position with respect to your retirement needs and goals and will help you get on the right track.

Risk Management and Insurance

Whether you have a

young family to support,

plan for the unexpected or

have mortgage repayments to make,

it's important to protect your income against any unforeseen event. Our financial advisor understands your situation, works out your requirements and recommends you best insurance plans with minimum cost and maximum benefit.

Managing Your Debt (LOAN)

Loan can be your best friend or your worst enemy. Managing your Loan wisely is one of the most effective ways to help achieve your financial goals.

Under our Loan Management Service we understand your needs, analyze if there is a need for borrowing and find the best available debt source for you. If you are in a Loan crisis our advisors will find ways for you to get out of Loan or reduce your interest burden.

HOW OUR ADVISORS WORK FOR YOU?

At Arihant we focus all our decisions keeping the client's interest first. Our financial advisors don't receive any extra compensation for selling you any specific investment products and services. They're all professionally trained financial planners who work solely for your benefit, understand your needs, and develop a personalized plan based on your unique financial situation.
At Arihant we are dedicated to helping you reach your goals.

WHY ARIHANT?

Before we get to why choose Arihant as your financial planner, it is first important to understand why do you need a financial planner at all? When you have a heart problem you go to a cardiologist, for teeth problem you book appointment with a dentist, for fixing your car you go to a mechanic, the same way when you need to meet your life's financial goals {like retirement, child's education, daughter's marriage} you need a financial planner. A financial planner helps you plan to reach your goals and implement appropriate financial solutions. A Certified Financial Planner CM brings the experience, expertise and temperament to work with you not only today, but along your entire financial journey.

Client First

We understand that every client has different needs and varied set of circumstances. Our goal is to first understand your needs and relate it to your financial circumstances and goals. Our team of experts then develops smart solutions and assists you in achieving a financially worry-free life.

Qualified Professional Team

While there are numerous experts who claim to be financial advisors, very few actually meet the rigorous standards met by the CFP Board of Standards. Our team has experience and know-how to take care of all aspects of your finance from tax to right management to passing on your wealth.

Unbiased Objective Advice

What sets us apart is that we operate under fee-only model. We do not accept commissions or referral fees which ensures complete objectivity in our evaluations. Our Financial Planning division is de-coupled from our broking division.
What is best for you is what becomes best for us.

Trustworthy & Ethical

Our financial planning team abides by code of ethics as set by the CFP, Financial Planning Standard Board of India and SEBI, in addition to Arihant's own strict ethical practices. All our charges and fees are upfront and transparent. What you see is what you get.

SEBI Registered

Arihant is among the very few SEBI registered financial planning and investment advisory firms in India.

Value for money

Arihant financial planning team is known for its long term relationships with clients. We provide long-lasting benefits to our clients by offering peace of mind, financial freedom and a secured financial future.

An expert dedicated to your financial success

Book an obligation-free first consultation.

Full Name*

Phone No.*

Email Address*

City*

Financial Planning: Code of Ethics

At Arihant we have adopted code of ethics to guide performance of all services. Our code is based on one recommended by the Financial Planning Standard Board of India (www.fpsbindia.org). We require all employees, both Certified Financial Plannercm and others to abide by this code and adhere to the following seven key principles:

1. Integrity - We will observe high standards of honesty in conducting financial planning business and shall offer and provide financial planning services with integrity.

2. Objectivity - We will disclose to the client any limitation on ability to provide objective financial planning services.

3. Competence - We will provide competent financial planning services and maintain the necessary knowledge and skill to continue to do so.

4. Fairness - We will perform professional services in a manner that is fair and reasonable to clients, principals, partners and employers. We will disclose any and all conflicts of interest in providing such services.

5. Confidentiality - We will not disclose any confidential client information without the specific consent of the provider of that information unless compelled by law or as required to fulfill their legal obligations.

6. Professionalism - Our conduct in all matters will reflect a credit upon the profession.

7. Diligence - We will act with due skill, care and diligence in providing financial planning services.

MEDIA CENTER

OTHER LINKS

Connect With Us On

1) KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.2) For Stock Broking Transaction 'Prevent unauthorised transactions in your account --> Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day...Issued in the interest of Investors3) For Depository Transaction 'Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL/NSDL on the same day...Issued in the interest of investors4) No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.5) Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website.

ATTENTION INVESTORS :- a) Prevent un authorised transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day; b) KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary; c) Prevent Unauthorized Transactions in your demat account. Update your mobile number with your depository participant. Receive alerts on your registered mobile for all debit and other important transactions in your demat account directly from NSDL / CDSL on the same day. (Issued in the interest of investors). Please read the Risk Disclosure Document and Do's & Dont's prescribed by the Exchanges carefully before investing.